ConAgra ($CAG) podcast mentions
Per Ticker.id: 7 ConAgra ($CAG) mentions across 5 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-02.
General Mills and ConAgra missed their quarters. And yesterday we got a really problematic quarter from former growth gold standard McCormick, the spice company. I can't recommend something if it comes from a packaged food milieu and it's just going to bounce. I'm not— we're not traders on this show. Friday, we get numbers from one of the best-run airlines, Delta. The CEO, Ed Bastian, has been in the news because he chose Amazon's in-flight Wi-Fi over Starlink. Elon Musk, who runs Starlink through SpaceX, has said that Bastian could end up losing his job for picking Amazon over Starlink. I wouldn't go that far, but I do know the Kramer face. SpaceX has broken out to the upside. CNBC Investing Club members know that I really like SpaceX, even if I think it's maybe too speculative for the trust. It does have a huge amount of compute through its agglomeration of Nvidia chips. And by the way, it finally hit— it broke out, hit its all-time high, but then it came back. So the chart is probably going to hate it again.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02I don't want to make light of how hard this market is, but I mean, here's McCormick yesterday. They did this Unilever deal and the stock is down now to a 4.3% yield. People don't want to buy that. They don't want to buy the safety of a JNJ, which is, I still think, what you should be buying here. They want industrials and they want semis and give it to them. Don't overthink this. People don't like safety right here. They think the safety stocks are not good. Stick with the JNJ through thick and thin because it's good. But the food group, you know, ConAgra was bad, General Mills was bad.
Jim Cramer · Squawk on the Street · 9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · 2026-10-02Yeah, well, first, thanks for having me today. Appreciate it. Absolutely. Micron is one of the largest stocks that investors are focusing on, and today they report results. Should be roughly within an hour. It's almost 3:30 Eastern Standard Time and just outside of New York. So Micron will be reporting shortly. And today, Wednesday, September 30th, Micron is reporting, Jabill, FactSet Research, Conagra, but we're most interested in Micron because that is a big name. It is a quant name. We've had a strong buy on it for a long time and the market is expecting good things out of it. Fortunately, Micron had a really good beat last time on both a normalized and GAAP basis. There were 8 beats and 0 misses. So for the upcoming quarter, On a normalized EPS basis, we're looking for $31.82. That's consensus and consensus gap.
Steve Kress · Wall Street Breakfast · Micron on top · 2026-09-30They are true red flags. But lately, that abstract concern has become more real as several high-profile companies have indeed slashed their dividends, including some that I think really were on record as never wanting to do it. The Campbell's Company was the latest, cutting its dividend by 36% earlier this month. For that, the stock had been yielding 6.6%. I thought that dividend might be sacrosanct. Another packaged food company, ConAgra Brands, was yielding north of 10%. For it, cut its dividend in half in July. With very few exceptions, a double-digit dividend yield is a major red flag. Whirlpool has struggled for years amid a tough housing market and suspended its dividend early entirely in May. Every time something like this happens, it calls into question the safety of high-yielding dividend plays and reaching for yield, which is something I never like to do. So here's the bottom line. There was a time when high yielders were the ultimate safety stocks, but that's no longer the case. Instead of safety stocks, these have become some of the most dangerous stocks in the market. Safety first. I say in this case, safety last. And buyer beware.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/28/26 · 2026-09-28So Aman, you have like a wide range of customers. ConAgra is a customer, Quanta Computer, Ferrari. It's a very different set of needs. How do the power needs of like a food producer compare to an automaker?
Speaker C · Catalyst with Shayle Kann · The rush for clean, on-site power [partner content] · 2026-09-28But SA analyst Sagar Agarwal says it's time to exit the stock with 81.2% operating margins, $45 billion in 2027 CapEx, and potentially declining memory prices leaving limited upside. Looking to the rest of the earnings calendar, Vail Resorts reports Monday, Carnival and CarMax are due Tuesday. Joining Micron on Wednesday are Conagra, Jabil, and Calmain. Nike and McCormick report numbers Thursday. On the economic front, it's all about Friday's jobs report. The forecast is for a 100,000 rise in September nonfarm payrolls with the unemployment rate staying steady at 4.1%. Wells Fargo economists say recent labor market data continue to point to a labor market that is resilient enough to support decent job growth. SA analyst Damir Tokić says a strong report could push 10-year Treasury yields higher, and if wage growth accelerates, 2-year yields could spike and invert the curve. That inversion could signal a peak of the business cycle and a recession in 2027, which means a recessionary bear market for stocks.
Kim Kahn · Wall Street Breakfast · AI safety fears hit Washington · 2026-09-27that's a good question. Yeah. Here's the other thing, though. Who would you— I should say, by the way, just, just quickly, and only, only because it's worth it for our listeners, I'll read very quickly Buffett's— just a brief bio from it, from the release from the company. He served— this is Howard— he served as United Nations Goodwill Ambassador Against Hunger for the World Food Program for nearly a decade. He's been a director of numerous public and private company boards, including Agrotech, Archer Daniels Midland, ConAgra Foods, the Coca-Cola Company, Coca-Cola Enterprises, First Tier Financial, and Lindsay Corporation, including as chairman of the board. So he certainly had experience. Now, did he get those jobs because he's Warren Buffett's son? Probably, at least in some cases, sure. And so at some point, you know, is it any less nepotistic to say, well, turns out you got all these jobs because of me, now he gets this job because of me? Probably not. But he's not, he's not not experienced. By the way, he's a— this is just random and a bit of a left field one. He's donated more than $1 billion to Ukraine as part of the Howard Buffett Foundation. Whole lots of food relief and other stuff, which is— I didn't know it, hadn't been paying attention.
Jason Moser · Motley Fool Money · Should we neuter the AI arms race? September 25, 2026 · 2026-09-25Well, I mean, my biggest pushback is why didn't the Financial Times publish this article 15 years ago? Uh, and the reason I say that is this move has been known. I mean, Warren Buffett said, you know, on TV in 2011 that this was his plan, that his son Howard would move into the chairman role for the specific role not to play any role in the company. But just to kind of preserve the culture, if a future CEO went rogue, for example, and started micromanaging the operations, which Berkshire prides itself on being a decentralized culture, just as one example, Howard could step in and do something about it. That's his sole goal for being there. Tyler's right, maybe he's not the most experienced. He's been on several boards. He's been a director at Coca-Cola. He's been a director at ConAgra Foods. He's been chairman of a few boards throughout his career. To be fair, it's probably because of his name and his connection to Berkshire that he got those roles. But he had them for quite some time. He's been on Berkshire's board since '93.
Matt Frankel · Motley Fool Hidden Gems Investing · Diesel’s All-Time High · 2026-09-21